GEQ vs SCHD
Cambria Global EW 2 ETF vs Schwab US Dividend Equity ETF
Which is better, GEQ or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. GEQ is less concentrated, with 17.5% of the fund in its ten largest positions against 41.8%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | GEQ | SCHD |
|---|---|---|
| Expense Ratio | 0.27% | 0.06%Best |
| AUM | $209M | $112.1B |
| Dividend Yield | 0.00% | 3.00% |
| Holdings | 644 | 103 |
| YTD Return | +1.91% | +25.84%Best |
| 1Y Return | - | +30.18% |
| 3Y Return (annualized) | - | +16.08% |
| 5Y Return (annualized) | - | +9.97% |
| Top 10 Weight | 17.5%Best | 41.8% |
| Fund Family | Cambria Investment Management | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Jun 9, 2026 | Oct 20, 2011 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
GEQ vs SCHD growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
GEQ vs SCHD Performance
Cambria Global EW 2 ETF (GEQ) is an ETF from Cambria Investment Management and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, GEQ is up 1.91% versus a gain of 25.84% for SCHD.
Past performance does not guarantee future results.
Fees and Cost Over Time
GEQ charges 0.27% per year while SCHD charges 0.06%. On a $10,000 position that is $27 vs $6 annually, a gap of $21 per year that compounds over a long holding period. On income, GEQ currently yields 0.00% against 3.00% for SCHD.
Holdings Overlap
4.7% of GEQ's money is in holdings SCHD also owns. 83.9% of SCHD's money is in holdings GEQ also owns.
Most of SCHD is already inside GEQ. Owning both mostly buys the same companies twice.
30 positions in common, counted across the 644 positions we hold weights for in GEQ and 100 in SCHD, against full books of 644 and 103.
What only one of them owns
Our book lists 69 positions for SCHD that do not appear in our book for GEQ (16.0% of the fund), and 398 for GEQ that do not appear in SCHD (73.3%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in GEQ | Weight in SCHD | Difference |
|---|---|---|---|
| AMGNAmgen Inc. | 0.61% | 4.70% | 4.09% |
| MRKMerck & Company Inc | 0.28% | 4.77% | 4.49% |
| ABTAbbott Laboratories | 0.34% | 4.69% | 4.35% |
| KOCoca Cola Co. | 0.19% | 4.17% | 3.98% |
| CVXChevron Corp | 0.32% | 4.02% | 3.70% |
| HDHome Depot Inc/The | 0.46% | 3.88% | 3.42% |
| COPConocophillips Common Stock USD 0.01 | 0.16% | 3.94% | 3.78% |
| PGProcter & Gamble Company | 0.27% | 3.83% | 3.56% |
| VZVerizon Communic | 0.09% | 3.97% | 3.88% |
| UNHUnitedhealth Group Incorporated | 0.22% | 3.82% | 3.60% |
83.9% of SCHD is already inside GEQ.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, GEQ or SCHD?
GEQ has an expense ratio of 0.27% while SCHD charges 0.06%. SCHD is the cheaper option, by $21 a year on a $10,000 investment.
What is the holdings overlap between GEQ and SCHD?
83.9% of SCHD's money is in holdings GEQ also owns. 83.9% of SCHD's is in holdings GEQ also owns. They hold 30 positions in common, counted across the 644 positions we hold weights for in GEQ and 100 in SCHD.
Which pays a higher dividend, GEQ or SCHD?
GEQ yields 0.00% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than GEQ?
SCHD has a lower expense ratio. GEQ is less concentrated, with 17.5% of the fund in its ten largest positions against 41.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.